As founder of Aspen Wealth Management, Helen is directly involved with every client of the firm, and the everyday business decisions affecting their accounts. Helen received her undergraduate degree in finance from the Cox School of Business at Southern Methodist University in Dallas, TX. Helen has been a CERTIFIED FINANCIAL PLANNER and trade professional since 1993. Helen has been married for 20 years to her husband, John. Together they have three children -- two daughters in high school and a son in middle school. Most of her free time is spent trying to be super-mom and school volunteer. Helen is a member of the Fort Worth Chamber, a Sustaining Advisor for the Junior League of Fort Worth, a board member of NICU Helping Hands and Trinity Habitat for Humanity, and enjoys volunteering for a variety of community organizations.
Financial Adviser in Avon, CT
Financial Adviser in Fort Worth, TX
- Education Savings
- Estate Planning
- Retirement Planning